Our Firm

News & Updates

The latest from us at Parnassus Investments.

Performance data is not current for archived press releases.

February 2018

Manage Two-Step Authentication

Manage Two-Step Authentication for your account user

February 2018

Parnassus Asia Fund Liquidation

The Parnassus Asia Fund will be liquidated on March 29, 2018.

August 2017

Kay H. Yun Appointed Independent Trustee for the Parnassus Funds

Parnassus Investments is pleased to announce the appointment of Kay H. Yun as an independent trustee to the Parnassus Funds, effective July 2017.

August 2017

Parnassus Fund Surpasses $1 Billion

Parnassus Investments is pleased to announce that the Parnassus Fund (PARNX) has surpassed $1 billion in assets under management as interest in the Fund’s U.S. multi-cap responsible investment strategy continues to grow.

May 2017

Billy J. Hwan Promoted to Sole Portfolio Manager for Parnassus Asia Fund

We are pleased to announce that Billy J. Hwan was promoted to sole portfolio manager of the Parnassus Asia Fund on May 1, 2017.

Performance data is not current for archived news and updates.

February 2018

The New York Times—Cutting Emissions While Earning Cash

Samantha D. Palm, Portfolio manager of the Parnassus Fixed Income Fund, discusses how investing in green bonds can help address environmental problems.

November 2017

FA Mag—Parnassus Still Finds Value When Value Investing Lags

In this article, Parnassus Fund Portfolio Manager Robert Klaber “argues that value investing is still a viable strategy as long as investors consider the quality and sustainability of the companies they hold.”

November 2017

The Wall Street Transcript—Incorporating ESG Factors in a Fixed Income Fund

Samantha D. Palm, Portfolio manager of the Parnassus Fixed Income Fund, discusses her investment approach and the importance of incorporating ESG factors.

September 2017

Value Investor Insight—The High Road

Value Investor Insight takes a deep dive into how Parnassus Investments chooses stocks in this interview with CEO Jerome Dodson and CIO Todd Ahlsten.

September 2017

Value Investor Insight—Investing in Healthcare an Interview with Robert Klaber

Portfolio Manager of the Parnassus Fund, Robert Klaber, discusses his views on Healthcare with Value Investor Insight.

Performance data is not current for archived Parnassus Fund Reports.

February 2018

Parnassus Funds Annual Report 12/31/17

The annual report for the Parnassus Funds reviews the performance for the fourth quarter of 2017.

November 2017

Parnassus Funds Quarterly Report 9/30/17

The quarterly report for the Parnassus Funds reviews the performance for the third quarter of 2017.

August 2017

Parnassus Funds Semiannual Report 06/30/17

The quarterly report for the Parnassus Funds reviews the performance for the second quarter of 2017.

May 2017

Parnassus Funds Quarterly Report 03/31/17

The quarterly report for the Parnassus Funds reviews the performance for the first quarter of 2017.

February 2017

Parnassus Funds Annual Report 12/31/16

The annual report for the Parnassus Funds reviews the performance for the fourth quarter of 2016.

September 2017

Finding Value in Pharmaceuticals with Innovators and Cost-Reducers

A strong case can be made for investing in well-managed drug companies, particularly as a steadily growing elderly population drives demand. Portfolio Manager Robert Klaber explains Parnassus’s dual investment focus on the most innovative pharmaceutical companies and those that contribute to reducing drug costs.

June 2017

Semiconductors: Poised to Power the Internet to New Heights

The volume of connected data generated by society will continue to increase dramatically in the years ahead, and semiconductors will remain at the core of this growth. In this issue of The Parnassus View, Parnassus Chief Investment Officer Todd Ahlsten shares his thoughts on the direction of information technology.

November 2016

Innovative Water Management Products from Well-Managed Companies

Water management is a key area where cutting-edge products offered by skillfully managed businesses can help solve environmental problems. In this brief paper, Todd Ahlsten, CIO, discusses water shortages and quality issues, and explains why the Parnassus investment team has invested in Xylem and Pentair, two companies that sell products designed to more efficiently manage water.

May 2016

The Links Between ESG Factors and Company Performance

ESG (environmental, social and governance) research is an integral component of the firm’s investment process, providing multiple lenses to help locate hidden business risks and opportunities that may not be apparent from traditional fundamental financial analysis alone. This issue discusses how ESG research can be grounded in responsible investing principles and, at the same time, enhance investment decisions.

Performance data is not current for archived white papers.

October 2016

Why Principles and Performance? An Interview with Parnassus Investments Founder and President Jerome Dodson

Thirty years after Parnassus Investments was established, Parnassus is both an industry leader and the largest ESG mutual fund company in America. In this interview, Jerome Dodson traces the roots of the firm and explains how Parnassus implements Principles and Performance®.

Welcome to Principles and Performance©, a series of emails that will focus on the connections between ESG (environmental, social and governance) factors and company performance. Parnassus Investments has offered responsibly run investment products that aim to outperform their benchmarks for more than 30 years. Today we are the largest ESG manager in a growing industry, and our growth is being fueled by investors who increasingly seek strategies that combine principles and performance.

 

January 2018

Principles and Performance: The Opioid Crisis: Pressuring Drug Distributors to Step Up

How can investors encourage pivotal companies in the healthcare industry to help stem the opioid crisis? Parnassus uses two tools, engagement and divestment.

December 2017

Responsible Investing Takes Center Stage

As the year winds down, we at Parnassus reflect on the continued growth in interest in environmental, social and governance (ESG) investing.

October 2017

The Power of Proxy Voting

ESG investors can benefit by ensuring that their proxies are voted in accordance with their interests as shareholders.

September 2017

Treating Customers Well is Good for Business

Companies that consistently provide high quality customer service know that protecting their brands matters—starting with how they treat their customers.

July 2017

Shrinking Carbon Impact is Good for Business

This issue of Principles and Performance:registered: highlights risks companies may face if they don’t curtail their CO2 emissions and the potential competitive benefits of leading the effort to replace fossil fuels with renewable sources of energy.